Colonial Trust Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Colonial Trust Advisors’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39.3K	Hold	240	–	–	﹤0.01%	400
2026 Q1	$28.4K	Hold	240	–	–	﹤0.01%	406
2025 Q4	$31K	Hold	240	–	–	﹤0.01%	400
2025 Q3	$30.2K	Hold	240	–	–	﹤0.01%	393
2025 Q2	$27K	Hold	240	–	–	﹤0.01%	411
2025 Q1	$21.8K	Hold	240	–	–	﹤0.01%	422
2024 Q4	$24.5K	Hold	240	–	–	﹤0.01%	391
2024 Q3	$23K	Hold	240	–	–	﹤0.01%	420
2024 Q2	$22.6K	Hold	240	–	–	﹤0.01%	414
2024 Q1	$20.7K	Hold	240	–	–	﹤0.01%	471
2023 Q4	$17.9K	Hold	240	–	–	﹤0.01%	430
2023 Q3	$15.3K	Hold	240	–	–	﹤0.01%	463
2023 Q2	$15.7K	Hold	240	–	–	﹤0.01%	464
2023 Q1	$13.6K	Hold	240	–	–	﹤0.01%	472
2022 Q4	$11.2K	Buy	+240	New	+$11.5K	﹤0.01%	492

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Colonial Trust Advisors's IGM Position: Q2 2026 in Review

Colonial Trust Advisors held its iShares Expanded Tech Sector ETF (IGM) position steady in Q2 2026 at 240 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Colonial Trust Advisors first reported a position in IGM in Q4 2022 and has held it in 15 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Colonial Trust Advisors held 240 shares of iShares Expanded Tech Sector ETF worth $39.3K as of Q2 2026.
Colonial Trust Advisors left its iShares Expanded Tech Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech Sector ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #400 holding.
Colonial Trust Advisors first reported a position in iShares Expanded Tech Sector ETF in Q4 2022 and has held it in 15 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.